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Robert Keats

Robert Keats

Robert Keats has been doing financial planning for 27 years in Canada and the United States. His unique educational background and experience make him one of the foremost experts on cross-border financial planning for Canadians living or wintering in the United States. Bob is the author of the Canadian bestseller, The Border Guide (now in it’s 6th edition), a reference manual on Canadian-U.S. immigration, investment, tax, and estate planning issues. Bob has been a featured guest on national television networks in Canada and the United States, and appeared as a guest speaker at numerous local and national conferences for accountants, attorneys, and financial planners. He is a dual citizen of Canada and the United States.

Educational and Professional Accomplishments

Bachelor of Science, Mechanical Engineering
University of Manitoba, 1972

Chartered Financial Planner, CFP®
Institute for Financial Planning, Toronto, 1981

Certified Financial Planner®, CFP®
College for Financial Planning, Colorado, 1986

Registered Financial Planner, RFP
Canadian Association of Financial Planning, 1987

Master of Science in Financial Planning
College for Financial Planning, Colorado, 1990

Certified Financial Planner®, CFP®
Financial Planners Standards Council of Canada, 1996

Registered Financial Advisor
National Association of Personal Financial Advisors, 2002

PROFESSIONAL INVOLVEMENT

Member Financial Planning Association (FPA)
Member International Board of Standards and Practices for Certified Financial Planners®
Member Advocis – The Financial Advisors Association of Canada
Member Financial Planners Standards Council of Canada
Member National Association of Personal Financial Advisors (NAPFA)
Member Institute of Advanced Financial Planners - Canada

Robert F. Keats, MSFP, CFP®, RFP (Canada), CFP® (Canada)
Senior Vice President and Senior Planner
Keats, Connelly & Associates
Phoenix AZ
(602) 955-5007


Articles

President Trump On Canada He Will Reduce Your Taxes (Download)

"Major Issues for Canadians Purchasing U.S. Real Estate" (Download)

"Benefit Options from U.S. Retirement Plans" (Download)

"New Rules for Those Purchasing U.S. Real Estate" (Download)